General

The next step in our journey to a financial plan is the estimation of any goals that require saving for, any college expenses that need to be accounted for, and how to better manage your taxes by [...]

In our last blog we examined how to start a financial plan by using budgets to establish the groundwork for everything else.  Just remember that budgets are not the equivalent of a four letter [...]

Are you saving enough for retirement?  Do you have your assets where they need to be to optimize taxes and potential returns?  These are just some of the questions I am sure people ask themselves [...]

The next six blogs will cover the basic steps involved in creating a financial plan.  Instead of creating a long single blog entry I have decided to break this topic up into six manageable blogs [...]

Are all index funds the same?  That depends on the index and how they measure it.  While most indexed mutual funds and ETFs are weighted based on the company’s market capitalization.  In this [...]

Do you have permanent life insurance and normally give to charity?  Are you in a position where you may not need the proceeds of a life insurance policy?  If so you may consider donating your [...]

Are you nearing retirement?  Do you have a lot of debt going into retirement?  There are some steps you can take to make sure your retirement is one that is debt free.  That is the best way to [...]

Are you in the mood to give to charity?  No matter what your economic situation is you should give something to charity.  No matter how bad you think you may have it there is always someone [...]

Are you looking for an easy way to budget your money and household?  Do you not want to track it on a spreadsheet as the one for sale on this website?  Yes there is an option that is available to [...]

Are you using technology to make managing your finances easier?  If you are, are you worried about security?  Chances are if you use any form of technology you are also aware that there is some [...]